Larson Financial Group’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14K | Sell |
15
-5
| -25% | -$380 | ﹤0.01% | 2591 |
|
|
2025
Q1 | $1.29K | Buy |
20
+13
| +186% | +$839 | ﹤0.01% | 2292 |
|
|
2024
Q4 | $489 | Hold |
7
| – | – | ﹤0.01% | 2191 |
|
|
2024
Q3 | $440 | Hold |
7
| – | – | ﹤0.01% | 2141 |
|
|
2024
Q2 | $400 | Buy |
+7
| New | +$400 | ﹤0.01% | 1885 |
|
|
2019
Q2 | – | Sell |
-238
| Closed | -$7K | – | 499 |
|
|
2019
Q1 | $7K | Hold |
238
| – | – | 0.01% | 261 |
|
|
2018
Q4 | $6K | Buy |
+238
| New | +$6K | 0.01% | 258 |
|